pha user guide - hud

PHA User Guide CY 2015 HUD-52722 UEL Excel Tool Operating Fund: Calculation of Utility Expense Level (UEL)

U.S. Department of Housing and Urban Development

Office of Public and Indian Housing

Financial Management Division

January 22, 2015

PHA User Guide - 2015 HUD-52722 UEL Excel Tool

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Table of Contents

1. Introduction .......................................................................................................... 2

2. Obtaining the CY-2015 HUD-52722 UEL Excel Tool ....................................... 2

3. Enabling Microsoft Excel Trust Center Settings ................................................. 4

4. Creating the PHA-specific UEL Excel Tool ....................................................... 9

5. Understanding the PHA UEL Excel Tool ......................................................... 11

7. Tips for Successful Submission ......................................................................... 16

8. Completing the UEL Excel Tool ....................................................................... 22

8.1. Main User Form ............................................................................................................. 22

8.2. Editing, adding and deleting an incentive/utility type .................................................... 26

8.3. “Frozen” Incentive Type ................................................................................................ 31

8.4. “Non-Frozen” Incentive Type ........................................................................................ 31

8.5. “Flat-Rate” Incentive Type ............................................................................................ 32

9. PUM Utility Expense Level .............................................................................. 33

10. Technical Support .............................................................................................. 33


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1. Introduction

For Calendar Year (CY) 2015, Public Housing Authorities (PHAs) will submit their HUD-52722

to their respective HUD Field Office in Excel. The purpose of this “PHA User Guide” is to

provide guidance and assistance to PHAs in completing the CY 2015 PHA HUD-52722 UEL

Excel Tool (hereafter referred to as the “UEL Excel Tool”) to determine the Utility Expense

Level (UEL) for a project.

The purpose of the UEL Excel Tool is to calculate the UEL for each project to determine final

operating subsidy eligibility and to enable Public Housing Agencies (PHAs) to submit form

HUD-52722 electronically to their local HUD field office.

PHAs will be able to download the HUD-52722 UEL Excel Tool from the internet and create

their PHA specific UEL Excel Tool(s). Each PHA will be able to complete all of their projects in

only one tool, which will allow for easier management of data files (emailing and storage).

2. Obtaining the CY-2015 HUD-52722 UEL Excel Tool

It must be noted that the Excel Tool is developed in MS Excel 2007 and MUST be completed

and returned as a '.xlsm' file. PHAs having difficulty in downloading the forms should review the

Technical Notes posted on the Calendar Year 2015 Processing website link below. If the PHA

still has difficulty, they should contact their local HUD field office.

http://portal.hud.gov/hudportal/HUD?src=/program_offices/public_indian_housing/programs/ph/

am/of/opfnd2015

NOTE: If a PHA is using a machine, which has combination of MS Excel 2010 and Windows 7/

Windows XP, the PHA Excel Tool may not allow for printing. In this case the PHA should

follow steps in Section - 7.3 i.e. “Tips for Successful Submission”.

The UEL Excel Tool is compatible with Windows Operating System, but not with the MAC

operating system.

The steps given below should be followed for downloading and extracting the Excel Tool:

2.1. Create a ‘CY-2015 HUD-52722 UEL Excel Tool’ folder on the desktop.

2.2. Click on the Calendar Year 2015 Subsidy Processing website link below. Click on the

UEL Excel Tool ‘CY 2015 PHA HUD-52722 Excel Tool Version 2.04’ and the prompt as

shown in Figure 2.1 appears:

http://portal.hud.gov/hudportal/HUD?src=/program_offices/public_indian_housing/progra

ms/ph/am/of/opfnd2015

http://portal.hud.gov/hudportal/HUD?src=/program_offices/public_indian_housing/programs/ph/am/of/opfnd2014





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Next, click on “Save as” as shown in Figure 2.1

Figure 2.1: HUD-52722 Excel Tool “Save as” Prompt

2.3. Select the location of the folder, created on the desktop in Step-2.1 and click on the “Save”

button as shown in Figure 2.2:

NOTE: If a specific location is not selected, the UEL Excel Tool will save to the desktop

by default.

Figure 2.2: Saving the UEL Excel tool to the chosen location.


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3. Enabling Microsoft Excel Trust Center Settings

Before opening the UEL Excel Tool, it must be saved as listed in Section 2 and Trust Center

settings must be enabled in Excel. Open Excel and follow the steps below in Section 3.1 or 3.2

for the version of Excel on your computer.

3.1. Enabling in Excel 2007

Click the ribbon at the top left of Excel, then click “Excel Options” as shown in Figure 3.1:

Figure 3.1: Ribbon and ‘Excel Options’ button in MS Excel 2007

Next, click on “Trust Center” on the left side of the menu as shown in figure 3.2:

Figure 3.2: ‘Trust Center’ button after clicking on ‘Excel Options’ button.


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Click the button “Trust Center Settings” as shown in Figure 3.3:

Figure 3.3: ‘Trust Center Settings’ button after clicking on ‘Trust Center’ button.

Click on “ActiveX Settings” in the Trust Center Settings window, then select the radio button

“Enable all controls…” and check the box “Safe mode…” as shown in Figure 3.4 (If these

options are already selected, simply proceed with the next step.

Figure 3.4: ActiveX Settings


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Click on “Macro Settings” in the Trust Center Settings window, then select the radio button

“Enable all macros…” and check the box “Trust access to the VBA…,” then click on “OK” as

shown in Figure 3.5 (If these options are already selected, simply click on OK and proceed with

the Excel Tool).

Figure 3.5: Macro Settings

If the user still gets an error, it may be because the system does not trust the file location when

the file is opened the first time. In this case, the user must close the file and open the file again.

It is important to return to the “Trust Center Settings” window and return to the original ActiveX

setting (usually “prompt me before enabling all controls with minimal restrictions”) and Macro

setting (usually “disable all macros with notification”) to ensure the security of your computer

after you have completed the PHA Excel Tool

3.2. Enabling in Excel 2010

Open Excel and click on the “File” button on the top left, then click on ‘Options’ as shown in

Figure 3.6.


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Figure 3.6: Click on File and ‘Excel Options’ button in MS Excel 2010

Next, click on “Trust Center” on the left side of the menu and click “Trust Center Settings” on

the bottom right as shown in Figure 3.7.

Figure 3.7: Click on ‘Trust Center’ and then click on ‘Trust Center Settings’


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Click on “ActiveX Settings” in the Trust Center Settings window, then select the radio button

“Enable all controls…” and check the box “Safe mode…” as shown in Figure 3.8 (If these

options are already selected, simply proceed with the next step.

Figure 3.8: ActiveX Settings

Click on “Macro Settings” in the Trust Center Settings window, then select the radio button

“Enable all macros…” and check the box “Trust access to the VBA…,” then click on “OK” as

shown in Figure 3.9 (If these options are already selected, simply click on OK and proceed with

the Excel Tool).

Figure 3.9: Macro Settings

If the user still gets an error, it may be because the system does not trust the file location when

the file is opened the first time. In this case, the user must close the file and open the file again.


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NOTE: It is important to return to the “Trust Center Settings” window and return to the original

ActiveX setting (usually “prompt me before enabling all controls with minimal restrictions”) and

Macro setting (usually “disable all macros with notification”) to ensure the security of your

computer after you have completed the PHA UEL Excel Tool

4. Creating the PHA-specific UEL Excel Tool (PHA UEL Excel Tool)

The following steps must be followed for creating the PHA specific UEL Excel Tool:

4.1. Double-click on the “UEL Excel Tool” that was saved per instructions in Section-2. The

“PHA Selection Form” will appear as shown in Figure 4.1.

Figure 4.1: “PHA Selection Form”

4.2. Select the PHA by locating the PHA code in the drop down box as shown in Figure 4.2.

Upon selecting the PHA code, the full name of the PHA will appear in the white text box to

the right of the drop down menu as shown in Figure 4.3.

Figure 4.2: PHA Dropdown List


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Next, click on the “Click to create a customized download for PHA” button, as shown in

Figure 4.3.

Figure 4.3: “PHA Selection” screen with a PHA Code

4.3. Upon Completion of Step-4.2, the “Save” prompt appears as shown in Figure 4.4. The user

MUST select the folder on their desktop that was created in Section 2, Step-2.1 in order to

save the PHA UEL Excel Tool (e.g. AK001_2015UELTool_v2.04_2015-01-14) saved as

shown in Figure 4.5 (PHA Tool name is generated automatically), which will also result in

easy file management.

If the user simply clicks “OK” without selecting the location, the PHA UEL Excel Tool

will be automatically saved to the desktop.

Figure 4.4: “Save” prompt for saving the newly created PHA Tool


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Figure 4.5: Folder structure after saving the UEL Excel Tool

4.4. After completing Step-4.3, the PHA Excel Tool will launch itself and will appear as shown

in Figure 4.6. The “Load Data” and “Save Data” buttons are grayed out and are

unavailable.

NOTE: If the PHA is working with an older version of the 2015 UEL Excel Tool (prior to

version 2.04), the “Load Data” button is labeled “Load Project Data” but it has the same

functionality in all versions. The “Save Data” button is labeled “Store Project Data,” but it

also has the same functionality in all versions.

Figure 4.6: UEL Excel Tool Template

NOTE: If the wrong PHA code is selected during the PHA Excel Tool creation

process, please follow the following steps:

1) Delete the incorrect PHA UEL Excel Tool from the location where the file was saved.

2) Follow Steps 4.1 through 4.4 in order to create a new PHA Excel Tool.

5. Understanding the PHA UEL Excel Tool

The PHA UEL Excel Tool is a replica of the paper form HUD-52722. However, the Excel form

uses color-coding (Similar to the HUD-52723 Excel Tool) to guide users as shown in Figure 5.1.

As a general reference, “yellow” cells can be edited. “Orange” cells are locked (i.e. not editable)

for data entry. Cells that are black are not used and locked.


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Figure 5.1: Color coding on the PHA UEL Excel Tool

Table 5.1 presents a summary of the fields in Sections 1 through 9, which may be user input, pre-

populated and may or may not allow for editing of data in the PHA UEL Excel Tool.

Table: 5.1: User input/ Pre-populated fields in the PHA UEL Excel Tool with Field Descriptions

Line Description Pre-populated based on 2014 Submissions (Yes/No)

Can be edited? Yes/No)

Field Description

Section - 1: General Information

1. Name and address of PHA Yes No

2. Funding Period Yes No

3. Type of Submission Yes No "Original" is checked by default.

4. Unit Change Indicator Yes Yes Dropdown: Pre-selected as "No", but user may change as required.

5. DUNS Number Yes Yes

6. Rate Reduction Incentive Yes Yes Dropdown: Pre-selected as "No", but user may change as required.

7. ACC Number Yes Yes

8. Project Number Yes No Dropdown: Contains list of Projects in that PHA for which the Tool is created. Though the cell is orange, user can select the required project number, however the cell is locked for data entry.

9. Fiscal Year End Yes Yes

10. ROFO Code Yes Yes

Incentive Type Yes Yes Dropdown: User can select from three (3) types of Incentives. Pre-populated selections cannot be altered.

Delete No Yes Check box: In case the user does not intend having one of the pre-populated incentive types and the corresponding data, the column can be deleted by checking this box.

Utility Type Yes Yes Dropdown: User can select from a list of Utility Types. Pre-populated selections cannot be altered.


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Line Description Pre-populated based on 2014 Submissions (Yes/No)

Can be edited? Yes/No)

Field Description

Section - 2: Current Consumption Level

1. Actual consumption No Yes User input field.

1a. Unit of Consumption Yes Yes Dropdown: User can select any unit of consumption available based on the combination of "Incentive" and "Utility" Type selected. Pre-populated selections cannot be altered.

Section - 3: Rolling Base Consumption Level

2. Rolling base year 1 Yes/No Yes User input field. The data may be pre-populated, but can be altered as required. If not pre-populated, the user can input data.



7. Actual Consumption for New Units

No Yes User input field.

Section - 6: Payable Consumption

14. Annualization of consumption for new units


Section - 7: Actual Utility Costs and Average Rate

16. Actual utility costs No Yes User input field.

Section - 8: Base Utilities and Inflation/Deflation Factor

19. Surcharges for excess consumption


Section - 9: Calculation of Utilities Expense Level

23. Energy Rate Incentive No Yes User input field. If an amount is entered in this field the dropdown selection in Section-1 # 6, must be changed to "Yes".

25. Eligible Unit Months (EUMs)

No Yes User input field. Should be entered from the 2015 HUD-52723 PHA Excel Tool (Section-2, Column B, Line 15 plus Line 17 minus Line 04)

*

Section -10 Remarks In order to go to the next line in the comments cell the user must hit the keys ‘Alt’ and ‘Enter’ together on the

keyboard.

*NOTE: The PUM UEL on Line 26 will not be calculated if Eligible Unit Months

are not entered on line 25. Entries in these fields can be changed at any time while

completing the UEL Excel Tool.


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6. Completing the PHA UEL Excel Tool

After creating the PHA UEL Excel Tool in Section-4 and gaining an understanding of the

PHA UEL Excel Tool, the user will now be ready to complete the PHA UEL Excel Tool.

Section-8 provides detailed steps for completing the UEL Excel Tool.

6.1. Select a project from the dropdown menu as shown in Figure 6.1. Then click on the “Load

Data” button in order to begin working on a project submission as shown in Figure 6.2.

NOTE: “Load Data” button should be clicked before making any changes to the Tool.

The Tool will not allow for any data entry until a project is loaded.

Figure 6.1: Project Dropdown Menu

Figure 6.2: Load Data


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6.2. The project will now load with pre-populated data as shown in Figure 6.3. Once the project

is loaded, the project number will be grayed out. The user must click the “Save Data”

button before loading a different project. Figure 6.3: Load Data Screen

6.3. Once data entry has been completed for the loaded project, click on the “Save Data” button,

as show in Figure 6.4. Clicking on this button stores the project information within the

PHA UEL Excel Tool. The user will notice that the “@” sign will disappear from the

beginning of the project number which has just been stored, as shown in Figure 6.5. Figure 6.4: Storing project data


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NOTE: The PHA file has already been saved as AK001_2015UEL Tool_v2.04_2015-01-

14.xlsm. (automatic naming convention: PHA Code_2015 UEL Tool_Version #_Creation

date)

Figure 6.5: @ sign disappears once the “Save Data” button is clicked.

6.4. In order to complete submissions of all the projects in the PHA Excel Tool, the user must

select the next project from the dropdown menu and follow steps 6.1 through 6.3 until the

last project is completed. The “Save Data” button does not save the Excel file. It only

stores the project data on a hidden sheet in the workbook. The user must also save the

Excel tool to prevent losing the stored data as shown in steps 7.1.

NOTE: Once the current project data is saved, user can choose another project from the

drop-down menu and click “Load Data.

7. Tips for Successful Submission

7.1. Saving and Emailing the PHA Excel Tool: When the user has completed all the projects

in the PHA Excel Tool, the file can be closed by clicking on the close file button “ ”

in MS Excel in the top right hand corner of the PHA Excel tool. The user will then be

prompted to save changes to the file as shown in 7.1. Alternatively, the user can click on

"File, Save".


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Figure 7.1: Prompt for saving changes to the PHA Tool

Clicking on the “Save” button will save all changes to stored projects. If changes were

made to a project that was loaded, but not stored when the Excel Tool was saved, the

changes will show on the un-stored project when you re-open the Tool, but you must click

the “Save Data” button before loading a different project or you will lose the changes to the

un-stored project. The saved file will have a “.xlsm” file extension and it should be

emailed, as an attachment to the PHA’s respective Field Office. The following syntax

should be used in the subject line of your e-mail:

PHA Code + Completed 2015 HUD-52722 UEL Excel Tool

For example: AK001 2015 HUD-52722 UEL Excel Tool

7.2. Project Deleted from inventory: In case a PHA decides not to submit a particular project,

then this project should not be loaded and stored. Thus, for a project that is not being

submitted, it is ok to have an “@” sign before the project number in the dropdown menu.

In case the project is accidentally loaded and saved and the PHA would not like to submit,

the PHA MUST inform their Field Office.

7.3. Printing the PHA Tool in MS Excel 2010: If the PHA is working on a machine that has a

MS Excel 2010 and Windows 7/Windows XP the PHA Excel Tool may not allow for

printing. In this case the following steps must be followed:

7.3.1. Create a folder “Print 2015 HUD-52722 PHA Tool” on the desktop.

7.3.2. Open the PHA Tool e.g. “AK001_2015UELTool_v1” and load the project that

needs to be printed. Click on the ribbon on the left most corner of the file, now

select “Save As” and then select “PDF or XPS” as shown in Figure 7.2.


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Figure 7.2: File menu “Save As” option

7.3.3. Upon selecting “PDF or XPS” a prompt as shown in Figure 7.3 will appear. The

user must select the folder created in Step 7.3.1 and check the appropriate

“Optimize for” / “Minimum Size” options and the click on “Publish”.

Figure 7.3: Saving the PHA Tool as PDF for printing


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7.3.4. The file will be saved by the project name in the folder created in step 7.3.1 as

shown in Figure 7.4, which can be opened and printed.

Figure 7.4: PDF file saved in the Print 2015 HUD-52722 PHA Tool folder

NOTE: Steps 7.3.2, 7.3.3 and 7.3.4 will have to be followed in order to print any

project in the PHA Tool

7.4. Warning/Stop Error Messages in Tool: The UEL Tool uses a number of validation

checks in the form of pop-up messages to ensure PHAs enter valid data into cells. This

section presents a list of the stop error messages that a user may come across while

completing their PHA UEL Excel Tool. These are called “stop errors” as the user will be

unable to move forward with the submission until he clicks on “OK” and changes the cell

data to meet the requirements requested in the message.

7.4.1. If a PHA tries to load/enter any data before selecting a project (PPN), a message as

shown in Figure 7.5 will appear.

Figure 7.5: Loading/entering any data before selecting a Project

7.4.2. If a PHA tries to load/enter any data in the Tool before clicking the “Load Data”

button, a message as shown in Figure 7.6 will appear.



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7.4.3. If a PHA tries to enter data in a new column without having selected an “Incentive

Type”, “Utility Type” or “Unit of Consumption”, a message as shown in Figure 7.7

will appear.

Figure 7.7: Entering data without selecting an incentive type

7.4.4. If a PHA tries to select a “Unit of Consumption” before selecting an “Incentive

Type” and “Utility Type”, a message as shown in Figure 7.8 will appear.


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Figure 7.8: Selecting “Unit of Consumption” before selecting “Incentive” and Utility Type”

7.4.5. If a PHA tries to select a “Utility Type” before selecting an “Incentive Type”, a

message as shown in Figure 7.9 will appear.

Figure 7.9: Select an “Incentive Type”

7.4.6. Once a PHA selects an “Incentive Type” a message as shown in Figure 7.10 will

appear.

Figure 7.10: Select a “Utility Type”

7.4.7. If a PHA tries to enter data without selecting a “Unit of Consumption”, a message

as shown in Figure 7.11 will appear.


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Figure 7.11: Select a “Unit of Consumption”

8. Completing the UEL Excel Tool

Completing the UEL Excel Tool will allow a PHA to calculate the UEL for each project.

NOTE: In order to select and work on a different project, the current project has to be first

stored by clicking on “Save Data” button.

8.1. Main User Form

The main user form is where the project is selected and general information is populated as shown

in Figure 8.1. The form will not allow the user to enter or edit any information on the form unless

the project is selected from the drop-down menu and data is loaded by clicking “Load Data”

button. The main screen also allows editing/ deleting of incentive/utility type as illustrated in

Section-8.2. Once the project is selected the data input fields are enabled. Follow the steps below

to complete the UEL Excel Tool for the applicable project.

Figure 8.1: Main User Form


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Step 1: In order to select the appropriate Operating Fund Project Number the user must click on

the drop down list in Section-1, block 8 “Operating Fund Project Number” as shown in Figure

8.2. Once selected, click “Load Data” as shown in Figure 8.3 and the form will populate with the

project data as shown in Figure 8.4.

Figure 8.2: Selecting a project from the drop down menu.



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Figure 8.4: Project data populated upon clicking the “Load Data” button.

Step 2: Review the editable pre-populated data and edit if necessary. Explain any edits in

Section 10 Remarks. See section 8.2 for editing, adding or deleting an incentive/utility type.

“No” is the default selection for the “Unit Change” and “Rate Reduction Incentive” in Section 1,

but the user can change them by clicking on the drop-down menu as shown in Figure 8.5.

If the project has a HUD-approved utility rate reduction incentive, the user must select “Yes” for

“Rate Reduction Incentive”, and enter a whole dollar amount on Line 23 “Energy Rate Incentive”.

If the project’s utility records for the reporting period contain consumption data for less than a 12

month period due to new units or demolished/disposed units, the user must select “Yes” for “Unit

Change” and note the number of units, number of months associated and related consumption for

these units in Section 10 Remarks. The user must modify the applicable lines to reflect the utility

data for the new, demolished or disposed units. See the last page of the instructions on form

HUD-52722 at: http://portal.hud.gov/huddoc/52722_opfund_utility.doc

http://portal.hud.gov/huddoc/52722_opfund_utility.doc


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Figure 8.5: Select “Unit Change” and “Rate Reduction Incentive”

Step 3: Enter the reporting period utility data on the applicable lines as shown in Figure 8.6.

Lines 07 and 14 are applicable only for new units according to form instructions.

Line 19 is only applicable to projects with surcharges for excess consumption of PHA-supplied

utilities.

Line 23 is only applicable to projects with a HUD-approved utility rate reduction incentive.

Line 25 “Eligible Unit Months (EUMs)” MUST be entered for the selected project in order for

the UEL to calculate. The EUMs are calculated from form HUD-52723, Column B, Line 15 plus

Line 17 minus Line 04.

NOTE: The PUM UEL will not be calculated if EUMs are not entered on line 25.

For new projects, see the UEL Frequently Asked Question (FAQ) on the New Projects/Units

Guidance at:

http://portal.hud.gov/hudportal/HUD?src=/program_offices/public_indian_housing/p

rograms/ph/am/of/opfnd2015




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Figure 8.6: Reporting period utility data

8.2. Editing, adding and deleting an incentive/utility type

Once the Project Data is loaded, the user can edit the consumption data. The pre-populated

“Incentive Type,” “Utility Type” and “Unit of Consumption” are grayed out and cannot be

edited as shown in Figure 8.7. To correct the “Incentive Type,” “Utility Type” or “Unit of

Consumption,” the user must delete the incentive type with the erroneous data as shown in

Figures 8.10 and 8.11 and add an incentive type with the correct data in a new column as shown

in Figures 8.8 and 8.9. Explain any changes to pre-populated data in Section 10 Remarks.

For utility reporting of new units, demolished or disposed units, conversions from one utility

type to another (ex. from oil to gas), switching from resident-purchased to PHA-supplied


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utilities or switching from PHA-supplied to resident-purchased utilities, see HUD-52722

Special Instructions at: http://portal.hud.gov/huddoc/52722_opfund_utility.doc

Figure 8.7: Locked incentive/utility data

Additional columns may be used to enter data for incentive/utility types other than pre-

populated data. Select the incentive type, utility type and unit of consumption (if applicable) as

shown in Figure 8.8. See Sections 8.3, 8.4 and 8.5 for additional information about the

incentive types (frozen, non-frozen and flat rate).

http://portal.hud.gov/huddoc/52722_opfund_utility.doc


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Figure 8.8: Add an incentive/utility

After entering the data click the “Save Data” button as shown in Figure 8.8. Once the “Save

Data” button is clicked and the project re-loaded, only consumption data will be editable.

“Incentive Type,” “Utility Type” and “Unit of Consumption” will be grayed out as shown in

Figure 8.9 and cannot be edited.

NOTE: Explain any additional incentive/utility types in Section 10 Remarks.


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Figure 8.9 After storing project data and re-loading the project the incentive/utility type and unit of

consumption are locked

The user can delete an Incentive type at any time after data is entered in the column by clicking

the “DEL PROJECT DATA” check-box in the column. then click the “Save Data” button as

shown in Figure 8.10. The project will again have to be selected from the drop down and

loaded. The user will observe that the “Incentive Type”, “Utility Type” and “Unit of

Consumption” are blank and the consumption data has changed to “0” in the column where

delete was checked as shown in Figure 8.11.


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Figure 8.10: Delete Incentive/Utility type

Figure 8.11 After storing project data and re-loading the project, the incentive/utility data is deleted


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8.3. “Frozen” Incentive Type

Complete/Review the fields from line 1 through line 16. A comment can be added in Section 10.

Then click the “Save Data” button.

NOTE: The user should average the three years of the frozen rolling base, enter the amount on

Line 2 “Rolling base year 1” and Lines 3 and 4 will auto-fill as shown in Figure 8.12.

Figure 8.12: “Frozen” selected as Incentive Type

8.4. “Non-Frozen” Incentive Type

Complete/Review the fields from line 1 to line 16 as shown on Figure 8.13. A comment can be

added in Section 10. Then click the “Save Data” button.


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Figure 8.13: “Non-Frozen” selected as Incentive Type

8.5. “Flat-Rate” Incentive Type

“Units of Consumption” should not be selected when “Flat rate” incentive type is selected. An

amount must be entered on line 16 “Actual utility cost”. All the other fields from line 1 to 14

are disabled as shown in Figure 8.14. A comment can be added in Section 10. Then click the

“Save Data” button

Figure 8.14: Flat Rate selected as Incentive Type


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9. PUM Utility Expense Level

Once all the data is entered, the PUM UEL is calculated on line 26 as shown in Figure 9.1. The

user must enter the PUM UEL from line 26 of form HUD-52722 to form HUD-52723, Section 3,

Part A, Line 05.

NOTE: The PUM UEL on the HUD-52722 and HUD-52723 MUST match. If they don’t match,

HUD won’t accept the PHA’s submission.

Figure 9.1: Calculation of PUM UEL

10. Technical Support

For problems or questions believed to be a common Excel program question, please first attempt

to resolve these problems locally or using the Microsoft Excel help function. For problems with

the functionality of the PHA Exel Tool, please review the Technical Notes posted on the

Calendar Year 2015 Processing website link below. If the PHA still has difficulty, they should

contact their local HUD field office.

http://portal.hud.gov/hudportal/HUD?src=/program_offices/public_indian_housing/programs/ph/

am/of/opfnd2015

PHAs that would like to report more than 12 combinations of incentive and utility types for a

project must contact their local HUD F ield Office.



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